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Senior Analyst with 5+ years in Data Strategy & Investment Banking
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Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Highly accomplished professional with 5 years of diverse experience in data analytics, investment banking, and financial services. Proven ability to drive data strategy, implement automation, and deliver actionable insights for product development and business functions. Skilled in financial modeling, valuation, and managing complex workflows for M&A mandates. Currently pursuing an MBA and MS in Finance to further enhance leadership and strategic capabilities.
LIVERPOOL JOHN MOORES UNIVERSITY
Master of Business Administration · Leadership and Strategy
August 1, 2023 – June 30, 2025
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
Master of Science · Finance
August 1, 2023 – June 30, 2024
CHRIST UNIVERSITY
Bachelor of Commerce · Honors
August 1, 2016 – June 30, 2019
FIDELITY INVESTMENTS
Manager, Data Analytics & Insights
January 1, 2025 – Present
Boston, Massachusetts, United States
FAN PIER ASSOCIATES
Fall Associate Intern
September 1, 2024 – December 1, 2024
Boston, Massachusetts, United States
FIDELITY INVESTMENTS
Summer Analyst Intern
June 1, 2024 – August 1, 2024
Boston, Massachusetts, United States
EVALUESERVE
Senior Investment Banking Analyst
June 1, 2021 – July 1, 2023
Gurgaon, Haryana, India
VERITY KNOWLEDGE SOLUTIONS
Investment Banking Analyst
May 1, 2019 – May 1, 2021
Hyderābād, Telangana, India
CAIA.nxtm Fundamentals of Alternative Investments Certification
Unknown
June 1, 2026 – Present
The Structures Query Language (SQL) Certificate
University of Colorado Boulder
June 1, 2026 – Present
Advanced General Management Program
Institute of Management Technology (IMT)
June 1, 2026 – Present
Certified Management Accountant (CMA - US), Part-I and Part-II
Unknown
June 1, 2026 – Present
Bloomberg Market Concepts Certificate and Bloomberg Environmental Social Governance Certificate
Bloomberg
June 1, 2026 – Present
FactSet Portfolio Analysis Certificate and FactSet Universal Screening Certificate
FactSet
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's diverse experience across investment banking, data analytics, and internships at reputable financial institutions (Fidelity, Fan Pier Associates, Evalueserve, Verity Knowledge Solutions) indicates adaptability and a broad understanding of the financial industry. Their pursuit of multiple master's degrees and certifications (CAIA, CMA, SQL, Bloomberg, FactSet) demonstrates a strong commitment to continuous learning and professional development, aligning well with a culture of growth and expertise. The 'Asset Management Peer Champion' award further highlights their collaborative and supportive nature.
Soft Skills & Operational Fit
The candidate demonstrates strong analytical, problem-solving, and leadership skills through their experience in managing complex financial workflows and mentoring junior analysts. Their ability to partner with business and technology teams, develop project plans, and triage data issues indicates good operational fit and collaborative potential. Achievements like 'Customer Obsessed' and 'Empowers Others to Make Decisions' awards suggest a proactive and team-oriented work attitude.